Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap


Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit TF-I-144 Updates to the tax questionnaire.

Client questionnaire in WORD format Merged

This is a useful feature so that clients can type up the answers in electronic format. Saves them printing, filling in ink then scanning back to us and then we type up the info. Good for the environment as everything is digital.

  • Guest
  • Jun 11 2020
  • e l commented
    25 Aug, 2020 03:49pm

    alternatively an editable pdf. i have clients who struggle to edit the pdf as they use mac's

  • Paul Tibble commented
    22 Jun, 2020 02:14pm

    It would be also useful to have the ability to store the reply and any other documents (P60's etc).